Torrey v. Shaw

3 Edw. Ch. 356
CourtNew York Court of Chancery
DecidedNovember 21, 1839
StatusPublished
Cited by5 cases

This text of 3 Edw. Ch. 356 (Torrey v. Shaw) is published on Counsel Stack Legal Research, covering New York Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Torrey v. Shaw, 3 Edw. Ch. 356 (N.Y. 1839).

Opinion

The Vice-Chancellor :

In order to determine the question as to this seventh of the estate, it is necessary to consider : 1st. Whether Robert took a vested and transmissible estate under the will or a contingent interest to vest only on his living until the youngest child attained the age of twenty-one ? And, if a vested estate, then 2d. Whether it passed to the father at his death ?

The will gives the legal estate to trustees during the period of the youngest child’s minority. The interest of Mrs. Shaw for life and of her children in remainder, under the trust, though an equitable one, is, in respect to the construction of the will, to be looked" upon in the same light as the. legal estate would [359]*359have been, had the devise been to them directly without the intervention of any trust or trustee, and must be governed by the same rules of law. In looking attentively at the peculiar phraseology of the will and into the general design and plan of it, I cannot resist the conclusion that the testator intended to give vested estates or interests to his grandchildren, as a class, at the same time that he gave the beneficial interest for life to his daughter. She was first to enjoy the property, and it is put in trust for her benefit during life; and it is a branch of the same trust, created at the same time and in the same persons, that was to continue for the future benefit of all her children during the minority of the youngest. Time here relates to the periods of enjoyment, and not to the vesting of the gift; and in all such cases the rule is that it vests from the death of the testator.

The words, “and upon further trust, after the decease of my daughter, for all her children,” &c., imply no postponement of the time -when the gift was to be considered as made or as taking effect in interest, but only of the time when they are to.have the possession or enjoyment of the income ; and the residue of the clause, “ when the youngest of the said children shall come of age,” taken in connection with what follows in the will, clearly imports nothing more than a limit to the duration of the trust, for then the trust was to cease\ and, until that period, the rents were to be applied, by the executors, at their discretion, to the education and maintenance of the children. That the testator intended they should take interests from the time of his death is still more clearly shown by the subsequent clause of the will, which authorizes the executors, in their discretion, to advance to any of the grandchildren any part of “ their respective shares of the estate, See.,”before the youngest came of age and even during the particular estate of their mother, with her approbation and consent in writing ; for why speak of “ their shares,” unless he intended they should be considered owners of aliquot parts of the estate, even before the time arrived for them to possess it 1 The intention of the testator, when it "can be ascertained from the context, is always to govern in the construction of a will and effect is to be given to it accordingly ; and it seems to me that any other meaning, than such as would allow of vested re[360]*360mainders in the grandchildren, would be inconsistent with the language and obvious intent of the instrument. It is true that the share of each child was liable to be devested by the happening of either of the events provided for in the will, but no further ; such as, any of them dying before their mother and leaving issue, in which event the issue were to take substitutionally; this limitation over being valid, as an executory devise, to pass the estate to such issue, as purchasers ; but no such event has happened to give effect to this clause of the will.

So, another event is provided for, which, if it had happened, would have defeated their estate ; and that is, all the children dying before their mother or, in the words of the will, if she had died without leaving issue surviving at her decease. But the possibility of these events did not render the estates previously given contingent in law, as contradistinguished from vested estates or alter the character of the interest which they took in the first instance. It is true, moreover, that the gift, being to all the children of his daughter as a class, vested in such as were in esse at the death of the testator and opened to let in the after-born children, who became equally entitled ; but this partial change or shifting of the estate does not take from it the essential character of a vested estate in all and each of them from the death of the testator. Of course, they took subject to the life of their mother ; and, after her death, their father surviving, subject to his one-third of the rents and profits for life, as provided for in the will.

Robert, having thus acquired a vested estate in one-seventh of the property, which was alienable in his lifetime and transmissible by descent or devise at his death, did the same pass to his father as his heir or to his brothers and sisters ? The common law excludes the parent and all lineal ancestors from taking by inheritance from the son, because it considered that property could not ascend, but must always descend, either lineally or collaterally ; but our statute for regulating descents has changed this rule of law and conferred upon the father the right to take, as heir of the son dying without lawful issue, “ unless the inheritance came to the son from the part of his mother; in which case it shall descend, as if the son had survived his father.” This was the third rule or canon of descent [361]*361in the statute of 1786, and it has been continued in the revisions down to 1830, and is preserved in the present revised statutes of the state : 1 Greenleaf, 206 ; 1 Laws N. Y. 1813, 53 ; 1 R. S. 751.

The father’s right to his son Robert’s share of the estate, in this instance, is denied, on the ground that it came to Robert “ from or on the part of his mother,” it having been a gift to him by the will of his grandfather on her side ; and it is contended that this is a case within the statute, which excludes the father from taking. On the other hand, it is insisted that property coming from or on the part of the mother, within the meaning of the statute, must come to the son, by descent or operation of law, directly from the mother or from some other source through her and in her right, and not by gift, devise or in any other way by purchase independently of her.

This question upon the statute, the learned and able counsel who argued this cause admit has not before, to their knowledge, been presented for adjudication; and my own researches have not furnished me with the least trace of a decision upon the point in any of the other states, where similar statutory regulations are found to exist. Nor among the decisions of the English courts can any such case be found, because they have no statute to give rise to the question. I am, therefore, left to follow the dictates of my own judgment in giving to the words, as used in the statute, their proper application and meaning. The words “ ex parte materna,” are of frequent occurrence in the common law; and would there seem to apply to none other than a descendible estate, where it becomes a question among the collateral kindred of the person last seised, whether those on the father’s side or those on the mother’s are the persons entitled to the inheritance ; for, if it be property acquired by purchase, either by grant or devise, to the person last seised, and he dies without issue or lineal descendants, the heirs on the father’s side are preferred, and those ex parte materna

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Bluebook (online)
3 Edw. Ch. 356, Counsel Stack Legal Research, https://law.counselstack.com/opinion/torrey-v-shaw-nychanct-1839.